Investment Strategy

A UNIQUE APPROACH FOR A UNIQUE NICHE

In the private capital markets, there’s a gap between venture capital investors and middle-market buyout groups. That’s our sweet spot. For companies that fall in this category, we provide long-term capital that is otherwise unavailable from traditional lending sources and is less dilutive than capital from traditional venture capital investors.

At Petra, investing in company leadership is our priority. We are comfortable having a control or non-control ownership position while serving as a partner to the current owners and management team to help the business grow and generate returns. We also partner with co-investor syndicates on a control or non-control basis to help “fill in” holes in the capital structure. Along with helping management establish and fund new platform companies, Petra’s capital can be used to finance growth, acquisition, buyouts and recapitalizations of existing companies.

Flexibility is at the core of our approach. We structure each investment to meet the unique needs of the owners and our return objectives. We invest in both equity and subordinated debt securities, and in most cases, a combination of the two. We work with current investors and management to creatively structure a deal at a valuation and dilution level that is favorable to all stakeholders.